You don’t have to go downtown for quality estate planning services.

No matter what size of financial estate you have, wills, trusts, and other legal estate planning legal instruments can help you preserve it for your heirs and beneficiaries upon your death. Anthem Law offers simple wills and trusts packages and individual estate planning services for residents and small business owners of communities throughout the Phoenix North Valley. Our attorneys will take the time to discuss your current financial situation, and work through ways to preserve your financial legacy for your loves ones.

If you are considering ways to preserve your estate through your will or by establishing a trust, contact our estate planning and trust administration offices to schedule a consultation. It’s your financial legacy. We’ll help keep it in your family.

Wills

Establishing a legal will is the basic legal component of all financial planning. A legal will ensures that your loved ones and heirs will become the beneficiaries of your estate, according to your intentions. A will may also be used to identify a guardian to care for young children.

We provide services to help you establish:

  • Simple testamentary wills
  • Living wills
  • Health care power of attorney, medical durable power of attorney
  • Financial durable power of attorney

Trusts:

It is not just the wealthy that can realize the benefits of preserving their financial estate by establishing a trust. If you are a home owner, a small business owner, or have retirement savings worth protecting, you can use a variety of trust instruments to protect your financial assets. Trust can be used to avoid probate and make the administration of your estate easier for your heirs. Trusts are flexible financial instruments that allow you to direct the distribution of your asset earnings, while protecting the principal of your estate. By using one or more creative financial strategies, you can realize significant tax savings while you are alive, and pass on the remainder of the trust balance to your heirs or a charity upon your death.

Anthem Law can help you avoid probate and aid in the administration of your estate through the establishment of a trust. We frequently handle cases involving a variety of trusts, such as:

  • Special needs trusts
  • Charitable remainder trusts
  • Revocable Trust (living trust)
  • Life insurance trusts
  • Limited term trusts
  • Most other types of testamentary trusts

Contact our offices to discuss your estate planning needs. We have individual services and complete packages available to meet all of your estate planning needs.